Hi ScottThat is a very good use case to consider a third party tool where you can create automated document flows.If you want to have a little bit more flexibility and keep the ease of use of Word for designing good looking documents, you might want to take a look at Xpertdoc Smart Flows for Dynamics 365. User-friendliness and automated document flows are key here.It will allow you to map your fields from CRM, based upon the fields in your order. Quick and easy wizard driven mapping in Word.We have a core integration with DocuSign, but also AssureSign and OneSpan. This allows you to automatically define a flow that sends out the document to the recipient via DocuSign and then have the signed document picked up back again in your CRM as a note attachment on the order record or stored automatically in SharePoint.Good thing is, you can try it out for free via a trial that we can set up on your specific instance.
For more information, please take a look onto our website, and do not hesitate in contacting me should you require more information: Xpertdoc Smart Flows for Microsoft Dynamics 365 | Xpertdoc
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